Product Specialist Envestnet

About the Company

O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. OSAM is a research and money management firm based in Stamford, Connecticut, operating autonomously and backed with global, enterprise resources. Our approach to managing money is transparent, logical, and completely disciplined, leading to long-standing relationships with clients.

OSAM is a leading provider of Custom Indexing services via its Canvas® platform, which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes. For more information, visit www.osam.com.

About the Department

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm spanning asset management, wealth management, and fintech. With clients in over 150 countries and offices on six continents, you'll gain exposure to diverse cultures and global business development. OSAM specializes in transparent, disciplined money management and is a leading provider of Custom Indexing services through the Canvas platform. Canvas enables financial advisors to create and manage client portfolios in SMAs with custom investment templates, factor investing strategies, passive strategies, tax management, and ESG/SRI screens tailored to individual client needs.

Responsibilities

• Provide sales support to the Head of Envestnet Retail Sales to raise CANVAS assets with Envestnet firms.
• Partner with the Franklin Templeton generalist sales team to generate CANVAS sales for advisors using the Envestnet platform.
• Serve as an expert on direct indexing and custom indexing.
• Collaborate with OSAM Client Service, Portfolio Management, Operations, Tech, and Relationship Management teams.
• Support and work closely with the Head of Envestnet Retail Sales to promote CANVAS.
• Educate and promote CANVAS throughout Franklin Templeton internal sales teams and partner firms.
• Develop an in-depth understanding of CANVAS workflows and work closely with Client Service on a daily basis.
• Educate Franklin Templeton sales teams, clients, and prospects on the value of Custom/Direct Indexing and key differentiators offered by CANVAS.
• Develop new advisor relationships and retain and deepen existing relationships.
• Demonstrate the ability to be a utility player, flexing between operations, analysis, and client-facing activities.
• Take ownership of follow-up communication.
• Work with resources/teams to prepare home office and advisor-specific marketing and education collateral based on internal and external requests.
• Manage ongoing account onboarding and service requests in a timely manner with internal teams.
• Demonstrate a comprehensive understanding of industry and financial advisor practices.
• Articulate the value of custom/direct indexing and become a true partner to financial advisor clients.

Requirements

• Approximately 3–5 years of experience in direct indexing sales, asset management, or investment management.
• Current Series 66 license or ability to obtain one.
• Experience working with a turnkey asset management platform/program (TAMP).
• Basic understanding of the equity investment landscape, portfolio management, financial planning, and investment vehicles.
• Experience working with financial advisors.

Skills

• Acute focus on client satisfaction and service.
• High-level communication and presentation skills.
• Ability to work independently and hold oneself accountable for results.
• Willingness to learn from others and participate in a "team first" environment.
• Ability to effectively problem-solve in a timely manner.
• Superior work ethic.
• Comfortable working in a fast-paced environment.
• Ability to manage multiple tasks effectively.
• Self-starter, able to proactively identify opportunities for process improvement.
• Strong time management and organizational skills.
• Intellectual curiosity.

Work Location

This role can be based out of Stamford (CT), Boston (MA), Saint Petersburg (FL), or New York City (NY).

Pay

We expect the salary for this position to range between $110,000 and $125,000 per year plus bonus opportunity. Compensation decisions consider factors such as location, job-related knowledge, skills, and experience.

Benefits

Franklin Templeton offers a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and recognize their time, talents, and results. Benefits include base compensation, discretionary bonus, 401k plan, health insurance, and other perks.